See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,211 | $149,734-91.2% | $118,925-88.9% | $158,922-91.7% |
| Participation rate | 42.9% | 82.1%-39.2pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 29.98% | 19.95%+10.0pp | 35.88%-5.9pp | 302.83%-272.8pp |
| Employer contribution / active EE | $961 | $4,115-76.7% | $3,263-70.6% | $4,761-79.8% |
| Participant deferral / active EE | $1,212 | $5,223-76.8% | $4,265-71.6% | $5,982-79.7% |
| Admin fee / account holder | $130 | $8,603-98.5% | $6,581-98.0% | $11,246-98.8% |